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CAPOX vs JHEQX
CAPOX vs JHEQX Comparison
Open Charts CAPOX vs JHEQX
CAPOX vs JHEQX Comparison Chart in %
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CAPOX vs. JHEQX commentary
Jun 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAPOX is a Buy and JHEQX is a Hold.
FUNDAMENTALS
Fundamentals
JHEQX has more cash in the bank: 19B vs. CAPOX (46.2M). JHEQX pays higher dividends than CAPOX: JHEQX (0.62) vs CAPOX (0.00). CAPOX was incepted earlier than JHEQX: CAPOX (10 years) vs JHEQX (12 years). CAPOX (1.79) is less costly to investors than JHEQX (0.57). CAPOX is a more actively managed with annual turnover of: 120.00 vs. JHEQX (20.00). CAPOX has a lower initial minimum investment than JHEQX: CAPOX (25000) vs JHEQX (1000000). JHEQX annual gain was more profitable for investors over the last year : 7.28 vs. CAPOX (-2.64). JHEQX return over 5 years is better than : 39.01 vs. CAPOX (-2.45).
| CAPOX | JHEQX | CAPOX / JHEQX | |
| Total Expense Ratio | 1.51 | 0.57 | 265% |
| Annual Report Gross Expense Ratio | 1.79 | 0.57 | 314% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | -1.245 | -1.739 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 1000000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.2M | 19B | 0% |
| Annual Yield % from dividends | 0.00 | 0.62 | - |
| Returns for 1 year | -2.64 | 7.28 | -36% |
| Returns for 3 years | 10.73 | 30.42 | 35% |
| Returns for 5 years | -2.45 | 39.01 | -6% |
| Returns for 10 years | 0.70 | 129.24 | 1% |
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